Wealthedge Investment Advisors, LLC Reduced Holdings in Q1 2025

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
-78.7K
- 70.0%
$40.81 - $45.34 $3.21M - $3.57M
33.7K $1.47B
AVGO
Broadcom Inc.

Technology
-8.91K
- 57.49%
$167.43 - $244.7 $1.49M - $2.18M
6.59K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.08K
- 11.62%
$551.42 - $612.93 $1.7M - $1.88M
23.4K $13.1B
AAPL
Apple Inc.

Technology
-2.66K
- 8.35%
$209.68 - $247.1 $558K - $657K
29.2K $6.49B
AXON
Axon Enterprise, Inc.

Industrials
-2.39K
- 84.79%
$496.65 - $710.01 $1.19M - $1.7M
429 $226M
IEFA
Ishares Tr

ETFs
-22.8K
- 43.05%
$69.57 - $78.65 $1.59M - $1.8M
30.2K $2.28B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.98K
- 17.02%
$190.26 - $242.06 $758K - $964K
19.4K $3.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.48K
- 58.19%
$468.34 - $539.52 $1.16M - $1.34M
1.78K $834M
IWM
Ishares Russell 2000 ETF

ETFs
-3.57K
- 13.58%
$198.1 - $229.79 $708K - $821K
22.7K $4.53B
VTV
Vanguard Value ETF

ETFs
-7.92K
- 18.74%
$167.73 - $179.21 $1.33M - $1.42M
34.4K $5.93B
DIS
Walt Disney CO

Communication Services
-9.38K
- 76.47%
$96.87 - $114.0 $909K - $1.07M
2.89K $285M
VO
Vanguard Mid Cap ETF

ETFs
-3.51K
- 12.61%
$251.87 - $277.95 $883K - $974K
24.3K $6.28B
IWV
Ishares Russell 3000 ETF

ETFs
-2.33K
- 19.93%
$313.1 - $349.83 $731K - $817K
9.38K $2.98B
XLP
Consumer Staples Sector Spdr

ETFs
-11.3K
- 62.28%
N/A
6.87K $561M
PANW
Palo Alto Networks Inc

Technology
-4.68K
- 77.23%
$167.82 - $208.28 $785K - $974K
1.38K $235M
ONON
On Holding Ag

Consumer Cyclical
-11K
- 38.6%
$43.92 - $63.62 $482K - $698K
17.4K $766M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.51K
- 17.99%
$114.9 - $139.6 $519K - $630K
20.6K $2.42B
CNI
Canadian National Railway CO

Industrials
-5.87K
- 27.13%
$95.46 - $106.79 $561K - $627K
15.8K $1.54B
ST
Sensata Technologies Holding PLC

Technology
-20.6K
- 40.7%
$24.27 - $30.0 $499K - $617K
30K $727M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.66K
- 22.48%
$247.97 - $296.33 $411K - $491K
5.72K $1.44B
APP
App Lovin Corp

Technology
-1.24K
- 45.05%
$238.08 - $510.13 $295K - $631K
1.51K $400M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.22K
- 44.08%
$95.85 - $99.25 $404K - $418K
5.35K $529M
JPUS
Jpmorgan Diversified Return Us

ETFs
-3.35K
- 38.88%
$111.89 - $119.08 $375K - $399K
5.27K $607M
IVV
Ishares Core S&P 500 ETF

ETFs
-36
- 0.3%
$554.06 - $615.85 $19.9K - $22.2K
12.1K $6.81B
JPEM
Jp Morgan Diversified Return

ETFs
-6.75K
- 25.04%
$50.81 - $54.04 $343K - $365K
20.2K $1.07B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-356
- 7.22%
$360.07 - $417.26 $128K - $149K
4.58K $1.65B
JPIN
Jp Morgan Diversified Return I

ETFs
-9.11K
- 16.62%
$52.75 - $58.91 $481K - $537K
45.7K $2.61B
META
Meta Platforms, Inc.

Communication Services
-467
- 11.56%
$576.36 - $736.67 $269K - $344K
3.57K $2.06B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.15K
- 7.86%
$55.41 - $60.74 $174K - $191K
36.9K $2.08B
UGI
Ugi Corp

Utilities
-8.69K
- 50.33%
$28.0 - $34.16 $243K - $297K
8.58K $284M
VB
Vanguard Small Cap ETF

ETFs
-544
- 13.35%
$217.89 - $252.64 $119K - $137K
3.53K $783M
COST
Costco Wholesale Corp

Consumer Defensive
-223
- 45.05%
$890.62 - $1076.86 $199K - $240K
272 $258M
MBB
Ishares Tr

ETFs
-1.84K
- 36.43%
$90.37 - $94.08 $166K - $173K
3.21K $301M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2.32K
- 15.63%
$73.11 - $77.43 $169K - $179K
12.5K $948M
OEF
Ishares S&P 100 ETF

ETFs
-62
- 0.84%
N/A
7.32K $1.98B
Txo Partners LP
-15.8K
- 22.78%
N/A
53.6K $1.03B
UNH
Unitedhealth Group Inc

Healthcare
-260
- 22.2%
$461.52 - $548.18 $120K - $143K
911 $478M
SPOT
Spotify Technology S.A.

Communication Services
-340
- 37.53%
$457.79 - $648.32 $156K - $220K
566 $311M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.17K
- 8.92%
$75.7 - $80.01 $88.3K - $93.3K
11.9K $911M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-937
- 3.85%
$126.11 - $135.06 $118K - $127K
23.4K $3.02B
MRK
Merck & Co., Inc.

Healthcare
-450
- 11.14%
$83.01 - $101.02 $37.4K - $45.5K
3.59K $322M
EMR
Emerson Electric CO

Industrials
-54
- 1.29%
$108.64 - $131.17 $5.87K - $7.08K
4.15K $455M
CRWD
Crowd Strike Holdings, Inc.

Technology
-256
- 10.21%
$308.86 - $455.36 $79.1K - $117K
2.25K $794M
GOOG
Alphabet Inc.

Communication Services
-60
- 4.4%
$156.06 - $207.71 $9.36K - $12.5K
1.3K $204M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.08K
- 4.66%
$79.17 - $82.04 $85.8K - $88.9K
22.2K $1.82B
TJX
Tjx Companies Inc

Consumer Cyclical
-458
- 20.35%
$112.81 - $126.16 $51.7K - $57.8K
1.79K $218M
Gen Restaurent Group
-2.42K
- 12.65%
N/A
16.7K $92.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-511
- 14.47%
$94.86 - $97.12 $48.5K - $49.6K
3.02K $288M
XLC
Select Sector Spdr Tr Communic

ETFs
-476
- 8.72%
$94.84 - $105.31 $45.1K - $50.1K
4.98K $481M
Activity Summary
Buys All Purchases 102 New Holdings 42 Increased Positions 60 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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